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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,623 | $154,228+54.1% | $145,433+63.4% | $137,256+73.1% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.6pp | 80.0%+13.8pp |
| Annual return | 15.08% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,538 | $4,804-47.2% | $4,554-44.3% | $4,156-38.9% |
| Participant deferral / active EE | $8,874 | $8,216+8.0% | $7,897+12.4% | $6,407+38.5% |
| Admin fee / account holder | $89,931 | $14,344+527.0% | $13,129+585.0% | $12,270+632.9% |